Compare · 3 funds side by side · dividends reinvested

VB, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

VB, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

VBMeasureSPY

+11.2%Year to dateJan 1 → Nov 5+8.3%

+14.6%1 yearTotal return+9.7%

+18.5%3 years · per year$10,000 became $16,641 · $18,174+22.0%

+5.9%5 years · per year$10,000 became $13,310 · $17,099+11.3%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.28%Trailing 12-mo yield$129 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.6%

VBSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs SPY: Top 5 Holdings

Today

2.9%in top 5

SPY

in top 527.7%

VBStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common3.4%

End-of-day Nov 5, 2026 · share of each fund

VB vs SPY Returns, Every Period

VanguardVB

+5.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

VBSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VB vs IVV

YTD

VanguardVB

+11.2%

IVViShares

+8.4%

+11.2%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

1.3%Yield1.1%

$76.9BAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SPY, IVV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IVV0.03%$3

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, SPY, IVV

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, SPY, IVV

Today

99.9%most shared, SPY and IVV

VBSPYIVV

VB—3.4%3.4%

SPY3.4%—99.9%

IVV3.4%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%VB, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

VBWorst drop−9.0%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBIVV

+11.2%Year to date+8.4%

1.3%Yield1.1%

+14.6%Past year+9.7%

0.03%Fee0.03%

3–0VB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026